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Microsoft

5,736 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 236 funds opening new positions, 2,532 increasing their positions, 2,587 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

1.57% more ownership

Funds ownership: 70.77%72.34% (+1.6%)

1% more funds holding

Funds holding: 5,6935,736 (+43)

2% less repeat investments, than reductions

Existing positions increased: 2,532 | Existing positions reduced: 2,587

Holders
5,736
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,109
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$57.8B
Puts
$45.7B
Net Calls
Net Calls Change

Top Sellers

1 -$26B
2 -$3.54B
3 -$2.92B
4
Morgan Stanley
Morgan Stanley
New York
-$2.36B
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.85B
Name Holding Trade Value Shares
Change
Change in
Stake
GPA
4476
Guidance Point Advisors
Massachusetts
$2.13M
HA
4477
Hofer & Associates
California
$2.13M
WAG
4478
Wiser Advisor Group
Arizona
$2.13M
PWM
4479
Partners Wealth Management
California
$2.13M
IWS
4480
Integrity Wealth Solutions
Colorado
$2.13M
PGF
4481
Plan Group Financial
Oklahoma
$2.13M
SMH
4482
Sanders Morris Harris
Texas
$2.13M
MCM
4483
M1 Capital Management
Michigan
$2.12M
IIM
4484
Illumine Investment Management
Washington
$2.12M
LAM
4485
Lakewood Asset Management
Illinois
$2.12M
RTL
4486
Red Tortoise LLC
Georgia
$2.12M
GP
4487
Gridiron Partners
Pennsylvania
$2.12M
FWM
4488
Foguth Wealth Management
Michigan
$2.12M
PCI
4489
Planning Center Inc
Illinois
$2.12M
PCA
4490
Private Capital Advisors
Connecticut
$2.12M
CWM
4491
Cedar Wealth Management
California
$2.12M
BAM
4492
BLKBRD Asset Management
Connecticut
$2.12M
BCM
4493
Brown Capital Management
Maryland
$2.12M
WCWM
4494
Willow Creek Wealth Management
California
$2.12M
CIR
4495
Clear Investment Research
Georgia
$2.11M
GCM
4496
Gladius Capital Management
Illinois
$2.11M
EW
4497
Element Wealth
Mississippi
$2.11M
GRQ
4498
Gardner Russo & Quinn
Pennsylvania
$2.11M
CAG
4499
Curtis Advisory Group
California
$2.11M
AFA
4500
American Financial Advisors
Georgia
$2.1M